Plan Snapshot
- Plan Sponsor: Spanos Berberian Winery, LLC
- Sponsor EIN: 043665583
- Sponsor Address: 517 E WEBER AVE, STOCKTON, CA, 952023016
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $519,619
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $519,619 | $21,278 | $60,021 |
| 2023 | 9 | $373,828 | $13,834 | $48,825 |
| 2022 | 11 | $332,676 | $13,260 | $41,210 |